Here’s the transcript of today’s chat. See you next week at 2pm EST at https://tradingwithcody.com/chat for more Q&A where you can ask me anything. Q. Hi Cody, any opinion on MRVL here? The stock seems way too cheap! A. I owned MRVL a few months ago and didn’t make a dime on it, but it […]
Don’t forget today’s Live Q&A at 2pm EST
We’re fixing the audio on the video — in fact, they’re uploading the whole speech using a different format and it should (fingers crossed, knocking on wood) be up and available in a couple hours if all goes as planned and our wonderful 21st century Internet technology at YouTube and what not works out this […]
My speech from the Apple Investor Summit
The markets are down fractionally and tech is soft. Sure wish I sensed more panic out there so I’d feel more comfortable making a stand right here. Alas, as is so often the case when it comes to your money, the best trades are often the ones we don’t make. I’ve nibbled some on the […]
The Five Dumbest VC Deals Getting Done Right Now
If we’re going back to Web Boom 1.0 levels, it’s important to try and game out how the cycle is going to go. Some of the companies from Web Boom 1.0 are still around in wounded form. And some are booming: Amazon just reported a dynamite quarter. So far Web Boom 2.0 been lots of good ideas funded with small […]
Trade Alert: Shorting a bookstore
I know that some of you guys acted on my “Bet Against BKS” idea yesterday and are already up huge on the trade. I was perhaps too cautious in my actions yesterday and missed the first $4 of so of the move down in BKS since I nailed the analysis yesterday: “I think we’ll see […]
In depth analysis on this market and economy
Do the markets drive the headlines or do the headlines drive the markets? And more to the point, what’s the outlook for the economy and the markets from here right now at these levels? Let’s dig in. On Squawkbox this morning, I saw an analyst I used to appear with and respect from back when I […]